Balance Tax and Business Services

10/05/2026

Tax season has a funny way of showing you what you don’t know yet. 👀

And it usually happens at the worst possible time.

A client is sitting in front of you. A diagnostic pops up. Something about the return doesn’t make sense. You’re questioning how to price a situation. Or you simply need another knowledgeable set of eyes before you make the call.

That’s why I created The Proximity Line™.

This isn’t another course you have to find time to complete during tax season.

This is ACCESS.

From January 2 through April 15, you’ll have a direct line to me through Telegram for the real situations that come up while you’re actively preparing returns and running your business.

You keep your client.
You make the decision.
You run your firm.

We talk through the situation so you can move forward with confidence.

Because sometimes you don’t need another training video.

You need somebody knowledgeable in your back pocket. 📲

The Proximity Line™ is now enrolling for the 2027 tax season.

👇🏾 Check the comments for full details and enrollment.

10/01/2026

Balance is bigger than tax preparation. 💙

Yes, we prepare taxes.

But we also help business owners with the pieces that happen before the return ever gets filed.

Bookkeeping. Payroll. Business compliance. Tax strategy. Business support.

We’ve also created an online resource library with eBooks and digital resources designed to help you learn, build, and make more informed decisions in your business. 📚

And through Balance Tax Institute, we’re educating the next generation of knowledgeable tax professionals too. 🎓

So whether you need someone to help you manage the numbers, understand the numbers, prepare the return, access resources, or learn the industry...

There’s a place for you at Balance.

We’re growing. We’re expanding.
And October is about to be GOOD. 🔥🔥🔥

👇🏾 Ready to connect with us or explore what we offer? Check the comments for contact information, resources, and links.

Balance Tax & Business Services

10/01/2026

It’s officially October. 👀

Which means we are 13 days away from the start of The Ultimate Preparer Blueprint.

And if you’ve been telling yourself, “I want to learn taxes, but I don’t know where to start...”

This is your sign to stop watching from the sidelines. 🎓

Whether you plan to prepare independently, work with a tax office, or take the knowledge back to your own team, come get equipped.

📅 Starts October 13
💻 12 Week Online Course
💰 $250 Tuition

I’m not recruiting a team. I’m building knowledgeable preparers.
👇🏾 Enrollment information is in the comments.

Balance Tax Institute
Educate • Empower • Elevate

09/23/2026

THIS is where tax preparation really starts. 👀

Anybody can learn where to enter a number. The real skill is knowing when the information in front of you requires another question.

A client saying, “I use it for my business,” doesn’t automatically answer the tax question.

What was it for? Was it ordinary and necessary for the business? Is there documentation? Was any portion personal?

Slow down. Ask. Verify. Then prepare. 🎓

Because good tax preparation isn’t just knowing what to enter. It’s knowing when to STOP and ask another question.

Want to learn more about Balance Tax Institute and the training and resources we offer?

👇🏾 Check the comments for more information.

Balance Tax Institute
Educate • Empower • Elevate

09/23/2026

📲 INTRODUCING THE PROXIMITY LINE™

Tax season gets REAL when the client is sitting in front of you and suddenly you’re thinking...

“Wait...what do I do with THIS?” 😳

That’s why I created The Proximity Line™. Direct, in-season support for tax preparers and firm owners from January 2 through April 15. 🔥

Client scenarios. Software issues. Due diligence. Pricing questions. You’ve got support in your corner. 📲

Enrollment is NOW OPEN! 🚨

🔗 https://portal.bententional.com/public/BalancetaxInstitute

09/21/2026

Tax preparation is more than learning where to click in software. 💻 It’s understanding what you’re doing, knowing the right questions to ask 🗣️, recognizing when something doesn’t look right 🔎, and having the knowledge to stand behind the return you prepare. 🎓

That’s what we’re building at Balance Tax Institute. 💙✨

Whether you plan to prepare independently, work with an established tax office, or strengthen the knowledge you bring back to your own team, COME GET EQUIPPED. 💪🏾📚

🎓 The Ultimate Preparer Blueprint
💻 12 Week Online Tax Preparation Course
📅 Starts October 13
💰 Tuition: $250

We don’t recruit preparers. We TRAIN them. 🔥

🚨 ENROLLMENT IS OPEN!
https://portal.bententional.com/public/BalancetaxInstitute

09/17/2026

Tax software doesn't make you a tax preparer. Training does.🎓

At Balance Tax Institute, we don't recruit preparers.

We TRAIN them.

We Train individuals and we train teams!🔥🔥

Whether you plan to work independently, prepare taxes with an established tax office, or bring stronger knowledge back to your own team, come get equipped.

Learn the rules. Understand due diligence. Build practical skills. Know what to do when a real client is sitting in front of you.

The Ultimate Preparer Blueprint
📅 Starts October 13
💻 12 Week Online Course
💰 Tuition: $250

Your education. Your knowledge. Your path.

Enrollment is NOW OPEN. 🔥
https://portal.bententional.com/public/BalancetaxInstitute

09/13/2026

🕯️ Sunday Reset: Set yourself up for a stress-free week! 🌿

🧠 Write down your top 3 administrative priorities for the week ahead. If backend operations keep taking you away from revenue growth, let’s get a consultation booked! 💼

📩 DM to start today!!
🌐 Visit: BALANCESSERVICES.COM
📍 Location: Virtual

📋 TAX INTAKE FORM: https://form.jotform.com/tamarakeara/tax-preparation-client-intake-form

💼 BUSINESS CONSULTATION: https://form.jotform.com/tamarakeara/free-client-consultation

📚 FREE EBOOK "THE EQ ADVANTAGE": https://tamarakearavirtualbusinesscoordinatoragency.hbportal.co/public/696efabbb8ac930021bf5673

Send a message to learn more

09/12/2026

📈 Ready to get your tax and business backend handled once and for all?

🤝🏽 We are actively accepting new clients for prior-year filing, tax amendments, and virtual business administrative services!

👇🏽 Fill out our quick Tax Intake Form to get started today! 📋

📩 DM to start today!!
🌐 Visit: BALANCESSERVICES.COM
📍 Location: Virtual

📋 TAX INTAKE FORM: https://form.jotform.com/tamarakeara/tax-preparation-client-intake-form

💼 BUSINESS CONSULTATION: https://form.jotform.com/tamarakeara/free-client-consultation

📚 FREE EBOOK "THE EQ ADVANTAGE": https://tamarakearavirtualbusinesscoordinatoragency.hbportal.co/public/696efabbb8ac930021bf5673

Send a message to learn more

09/11/2026

⏰ Oct 15th individual tax extension deadline is coming fast! 📉

🚨 Don't let time slip away and end up paying late-filing fees. Let's get your tax documents organized and submitted before the rush.

📲 Complete our intake form to reserve your spot! 📞

📩 DM to start today!!
🌐 Visit: BALANCESSERVICES.COM
📍 Location: Virtual

📋 TAX INTAKE FORM: https://form.jotform.com/tamarakeara/tax-preparation-client-intake-form

💼 BUSINESS CONSULTATION: https://form.jotform.com/tamarakeara/free-client-consultation

📚 FREE EBOOK "THE EQ ADVANTAGE": https://tamarakearavirtualbusinesscoordinatoragency.hbportal.co/public/696efabbb8ac930021bf5673

Send a message to learn more